Jobs in Canada

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Overnight Freight Flow Associate
J.D. Irving, Limited
Halifax, NS
- Part-time
Must have a means of transportation
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JI
Cashier
J.D. Irving, Limited
Clarenville, NL
- Part-time
…started in frontline roles and advanced through experience, development, and hard…
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Webber - Seasonal Equipment Operator - Spare Sidewalk Plow - Stittsville - Infrastructure Management
Ferrovial
Ottawa, ON · CAN - Webber - Infra - Ottawa
- Full-time
…innovators and trailblazers. Ferrovial is also leading the development of the New Terminal One at JFK International Airport. Ferrovial shares trade under the ticker symbol FER on two stock…
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Senior Director, Information Security and End-User Technology (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
Develop, champion and execute an enterprise-wide cybersecurity strategy aligned with the Corporation’s business mission, risk profile and digital transformation.
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Senior Writer, CBC Money, (English Services) (On-Site)
CBC/Radio-Canada
Vancouver, BC
- Full-time
On the business beat, you will focus on the intersection of money and everyday life. This means looking beyond the market and financial headlines to break down and bring home complex…
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Assistant Housekeeping Manager
Marriott
Calgary, AB
- Full-time
2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the guest services, front desk,…
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Retail Assistant Manager
Staples Canada
Victoriaville, QC
- Full-time
…curiosity and a solutions mindset to build relationships and drive business…
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Client Advisor
RBC
Orangeville, ON
- Part-time
Excellent career development and access to a variety of job opportunities across business and geographies
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Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
…Professional clients by providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and…
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Financial Planning Specialist
RBC
Waterloo, ON
- Full-time
…Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue…
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AltaGas - Senior Indigenous Agreement Advisor
AltaGas Ltd.
Calgary, AB · AB - Calgary
- Full-time
Lead the development of annual engagement work plans, incorporating input from impacted business units and ensuring alignment with agreement requirements
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PC
Contractor Safety Management Lead
PETRONAS Canada
Calgary, AB
- Full-time
…our team of skilled professionals, while supporting career development opportunities. We are looking for can-do problem solvers to join our team who are innovative and passionate about…
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Program Coordinator, Sensplex (Contract)
Ottawa Senators
Ottawa, ON
- Full-time
- Contract
Must have an intimate knowledge and understanding of the game of ice hockey · Must hold a valid driver’s license and have own means of transportation
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Executive Assistant, Global Equities
OMERS
Toronto, ON · Head Office Toronto
- Full-time
Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work.
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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Senior Governance & Control Analyst (ATHN466)
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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Manager, Strategic Initiatives
dentalcorp
Toronto, ON · Support Centre - Toronto Office
- Full-time
…execution, helping define requirements, evaluate options, build business cases, coordinate cross-functional delivery, and measure outcomes. The portfolio may include practice technology…
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Senior Advisor, Business Strategies
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
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Group Product Manager
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
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Sr. Consultant, Workforce Planning and Operating Model Strategy
CIBC
Toronto, ON
- Full-time
…Service businesses. As a Senior Consultant, you’ll support the development of the strategic roadmap, future-state role and operating model strategies, and long-term workforce plans that…
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Supervisor (Part Time)
Carters Inc.
Mississauga, ON
- Part-time
…our founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter’s career doesn’t feel like a job. It feels like connections, between…
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Mechanic - Small Engines
Battlefield Equipment Rentals
Cambridge, ON
- Full-time
Career growth: We promote from within and support your development every step of the way with training, mentorship, and opportunities to advance.
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BP
Technical Officer (Ready for Service)
Bruce Power
Bruce Power
- Full-time
The successful candidate must possess the following attributes and skills:
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Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)

BMO

Wealth Planning Advisor

Edmonton, AB, Canada
Enbridge, Canada

$70,000.00 - $150,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Dec 4, 2026
Work location: Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Experience: At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Posting language: English
Posted: Nov 13, 2026

Original job description

Application Deadline:

12/03/2026

Address:

10175 101 Street NW

Job Family Group:

Wealth Sales & Service

Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommended strategies to help clients preserve, enhance, transfer and protect their wealth.

As part of the Wealth Planning Support team, the Wealth Planning Advisor (WPA) provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking. The role supports the delivery of comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and corporate planning strategies.

Key Accountabilities

Regional Centralized Planning & Advisory Support (70%)

Deliver financial planning support through a regional dedicated centralized planning platform, including preparation and updates of financial plans.
Partner with Investment Advisors, Investment Counsellors, and Private Bankers to develop and present client plans.
Provide subject matter expertise and coaching support on wealth planning tools, including WealthPath.
Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.
Collaborate with High-Net-Worth Wealth Planning Consultants and participate in enterprise-wide initiatives and programs.
Stay current on legislative, regulatory, and industry developments impacting wealth planning delivery.
Contribute to regional business growth through planning and participate in regional campaigns and initiatives.

Subject Matter Expertise (20%)

Provide technical guidance and planning expertise to wealth professionals across the enterprise.
Support frontline planners through multiple channels, including phone, email, virtual platforms and in branch regional support.
Contribute to the development of planning tools, reference materials, guides, FAQs, and learning resources to support adoption of financial planning.

Operational Effectiveness (10%)

Assist with business requirements, testing, and enhancements related to WealthPath or other planning software.
Contribute to the creation of advisor-facing planning collateral or learning to support.
Protect banks assets by ensuring adherence to regulatory requirements, policies, procedures and risk management standards.

Qualifications & Skills

At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Strong understanding of advanced financial planning concepts and how to model in planning software
Professional Planning Designation – PFP®, QAFP® or CFP™, IQPF® in Quebec
Strong Technical Knowledge of WealthPath or equivalent planning software.
Strong customer services skills and focus
Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365.
Etc.)

Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and critical thinking skills - In-depth.
Influence skills - In-depth.
Results oriented and client focused.

Work Arrangement: Hybrid role (4 days in office, 1 day remote).

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Wealth Planning Advisor provides financial planning expertise and subject matter support to BMO Wealth Professionals to help clients preserve and enhance their wealth. They deliver comprehensive planning solutions across investment, retirement, estate, tax, and insurance strategies while supporting regional business growth.

Requirements

Candidates must have at least 5 years of financial planning experience and a professional designation such as PFP, QAFP, or CFP. Strong technical knowledge of planning software and excellent communication skills are required for this role.

Skills

Financial planning
Wealth management
Investment industry knowledge
WealthPath
Tax planning
Estate planning
Retirement planning
Insurance planning
Corporate planning
Customer service
Analytical skills
Critical thinking
Communication skills
Collaboration
Influence skills
Microsoft 365

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Financial Planning
WealthPath
Investment
Retirement
Estate Planning
Tax Planning
Insurance
Corporate Planning
PFP
QAFP
CFP
IQPF
Wealth Management
Private Wealth
BMO Nesbitt Burns
BMO Private Banking
Microsoft 365
Risk Management
Regulatory Compliance
Financial Advisory
Client Service
Strategic Planning
Business Growth
Technical Advisory

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Jobs in Canada